Bulk Importing of Products and Services

Bulk import can be used when setting up a new business or when adding a large number of products or services.

Go to Settings > Import

Download the import templates first. Pointa provides spreadsheet templates for importing data.

Important: do not rename, move, remove, or change the template columns. Add your data underneath the existing headings only.

Bulk import is available for:

• Customers

• Products

• Services

Product imports can include details such as category, item name, gender, cost price, sale price, tax settings, and barcode.

Service imports can include details such as category, service name, gender, sale price, tax settings, booking duration, and processing time.

Packages are best created manually after the services have been created, because packages rely on selecting and ordering existing services.

After importing, review the imported items in:

Products & Services > Items

Check pricing, categories, booking durations, tax settings, online availability, and commission/rewards settings before using the items live.